James  Morgan,  CFP<sup>&reg;</sup> - Financial Advisor

James Morgan, CFP®

J.D.

1900 Wazee Street, Suite 300
Denver, CO 80202
(303) 457-9500

General

James Morgan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Denver, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar

Insurance Licenses

  • Life insurance: CO
  • Health/disability insurance: CO
  • Fixed annuities: CO
  • Variable annuities: CO

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Corporate Finance, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Irregular Income, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Tangible Assets, Long-term Care, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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